Consent2Share Patient User Guide

About Consent2Share

• A secure website that provides you with 24-hour access to your personal health record

• Accessible anywhere using an internet connection• Puts you in charge of your own health information• Allows you to share your health records with providers• Allows you to choose what you wish to share and not share• Allows you to create electronic consents for your choices• Allows you to revoke your prior electronic consents

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About This Patient User Guide

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This Patient User Guide will show you how to:• Create and activate your Consent2Share account• Add your providers to your account• Select providers from whom to send your health data• Select providers to whom you wish to send your health data• Select the specific information you wish to share• View the documents you have selected to share• Electronically sign a consent to share your information• Revoke a previously created consent

The Consent2Share Home Page

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Creating a Consent2Share Account

• You recently provided information to your provider staff• This included your email address, date of birth, and so on• With this data, your provider staff created your user account• Your provider staff also gave you a unique Verification Code• You will receive an Activation Email as shown on the next slide• When you receive the email, Click on Create My Login

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Sample Verification Code

Activation Email: Click Create My Login

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Account Setup Verification

• After you click Create My Login, you will be brought to the Account Setup Verification Page

• As shown on the following slide, on the Account Setup Verification Page: Enter your date of birth Enter your Verification Code

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Enter Your Date of Birth & Verification Code, and Click the Continue Button

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Create Your Password

At the Create Your Password Page:

1. Enter a password2. Re-enter a

password3. Click the Submit

button

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Account Activation Complete!

• Next, you will see the Account Activation Complete Page• Congratulations! Your Consent2Share account is now activated

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Click the Continue to Login Page Button

• Click the Continue to Login Page button• You will be brought to the Consent2Share Login Page

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The Consent2Share Login Page

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Enter Consent2Share

• At the Consent2Share home page: Enter your Username and PasswordClick the Login button

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Your Consent2Share Home Page

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Your Consent2Share Home Page

Your Home Page has links to:• Consents• Providers• Medical

Documents• Activity History• Health Information• General Health

Information

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Add Your Providers

• You likely have multiple health care providers• These can include primary care, mental health, addiction

treatment, and specialty providers such as dermatologists• Consent2Share enables you to share all or part of your health

information with your providers• Thus, a first step is to add providers to your account• At the home page, click on the Providers tab and search for

your provider

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Add First Provider

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• First, select the Providers page

Search for First Provider

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• On the Providers page, search for your provider• Click the Add button to add the provider to your provider list

Add Second Provider

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• Using the same approach, add a second provider• Once completed, the Provider List will look this• You now have two providers with whom to share information

Create Consent Page

Now that you have added your providers, you can provide consent to have the providers view your medical records

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Consent, Sharing Data, and Time Limits

On the Create Consent page:• You can choose to share all or parts of your health records• You can choose the reason for sharing your health records• You can also decide how long you would like your records to

be shared with this provider• The following page illustrates how to make these choices

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Create a Consent Page

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Save Consent

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After creating your consent, click the Save buttonThat will bring you to the List Consents page

Consent List Page

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• This page shows the status of the consent• Click the green Manage Consents button• That will bring you to the Consent Options pop-up window

Choose eSignature Option

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• At the Consent Options pop-up window, select Provide eSignature

• That will bring you to the Consent to Share My Medical Information page

Enable Pop-up (If Needed)

• You may receive a pop-up blocker message at this point• This message is informing you that you need to disable pop-

up blockers for this website• If you receive a pop-up blocker, use your browser’s approach

to disable the blocker and enable the pop-up window• Below are instructions for the Google Chrome browser:

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Consent to Share My Medical Info Page

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• This is the Consent to Share My Medical Information Page• It allows you an opportunity to review your decisions

Consent to Share My Medical Info

• Check the Consent Terms box to provide consent

• It will ask for your password and enable the Complete button

• When you click the Complete Button, you are electronically signing the consent

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Enter Password to Authenticate

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• After you click the box under Consent Terms, a Please Authenticate pop-up window will open

• You will receive a request to enter your password

Consent to Share My Medical Info

Once you have provided electronic consent, your providers can view the information you choose to share using Consent2Share

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Success Notice Pop-up Window

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• You will receive a pop-up consent success notice• You are also given an opportunity to download a signed consent• It will be a PDF file that you can save to your computer

Try My Policy

• Consent2Share has a function called Try My Policy• This allows you to review your health record before you share it• It shows the information you have chosen to share or not share• To use Try My Policy, click Consent on the left hand side• Select Manage Consent• The Consent Options pop-up window will open• Select Try My Consent Policies Against My Medical Record

Before Sharing• This is shown on the following page

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Try My Consent Option

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Apply My Record

• When you select Try My Consent Policies Against My Medical Record Before Sharing, you will see the Apply My Record pop-up box

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Review the Results

• After you click Try My Policy, a copy of your health report will display

• It will include the health information you have chosen to share• It will not include information you have chosen not to share

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Try My Policy Results

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Provide Electronic Consent

• After you review your Try My Policy Results, and are comfortable with your choices, you can then provide electronic consent

• You can do so by checking the Attestation Box shown on the following page

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Provide Electronic Consent

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Revoke Your Consent

• Once you have created a consent, you can revoke the consent• At the Home Page, Select Consents on the left hand side• A Consent Options pop-up box will open• Select Revocation

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Sign Consent Revocation

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• After you select the Revocation option, a Revoke Consent page will open

• To revoke your previous consent, click the Attestation Box as shown and click the Complete button

Sign Consent Revocation

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• After you select the Revocation option, a Revoke Consent page will open

• To revoke your previous consent, click the Attestation Box as shown and click the Complete button

Enter Password to Authenticate

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• After you click the box on the Revoke Consent page, you will receive a request to enter your password

Complete Revocation Process

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• After you enter your password, the Complete button will turn green

• Click the green Complete button and your consent will be revoked